GRP
AVUV icon

Global Retirement Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Global Retirement Partners’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.22M Buy
+33,826
New +$4.03M 0.06% 278
2025
Q4 		$2.78M Buy
27,247
+702
+3% +$70.2K 0.05% 348
2025
Q3 		$2.64M Buy
26,545
+1,471
+6% +$142K 0.06% 295
2025
Q2 		$2.28M Buy
+25,074
New +$2.16M 0.06% 304
2024
Q4 		$4.38M Buy
45,343
+5,355
+13% +$532K 0.13% 161
2024
Q3 		$3.84M Buy
39,988
+3,525
+10% +$329K 0.12% 173
2024
Q2 		$3.27M Buy
36,463
+4,014
+12% +$364K 0.1% 191
2024
Q1 		$3.04M Buy
32,449
+3,770
+13% +$334K 0.11% 181
2023
Q4 		$2.45M Buy
28,679
+11,747
+69% +$940K 0.1% 192
2023
Q3 		$1.27M Buy
16,932
+102
+0.6% +$8.2K 0.06% 267
2023
Q2 		$1.31M Buy
16,830
+211
+1% +$15.5K 0.06% 270
2023
Q1 		$1.17M Buy
16,619
+177
+1% +$13.9K 0.06% 278
2022
Q4 		$1.23M Sell
16,442
-155
-0.9% -$11.7K 0.08% 233
2022
Q3 		$1.27M Sell
16,597
-16,742
-50% -$1.22M 0.1% 216
2022
Q2 		$2.28M Buy
33,339
+2,772
+9% +$210K 0.18% 123
2022
Q1 		$2.25M Buy
+30,567
New +$2.42M 0.18% 130

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Global Retirement Partners's AVUV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 33,826 shares worth $4.22M. The stake represents 0.06% of the portfolio and ranks #278 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVUV as recently as Q4 2025.

Global Retirement Partners first reported a position in AVUV in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.38M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Global Retirement Partners held 33,826 shares of Avantis US Small Cap Value ETF worth $4.22M as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #278 holding.
  • Global Retirement Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Avantis US Small Cap Value ETF position peaked at $4.38M in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.